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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,341 | $71,208-89.7% | $93,681-92.2% | $80,911-90.9% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 14.11% | 11.27%+2.8pp | 133.47%-119.4pp | 35.63%-21.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,519 | $4,035-37.6% | $4,415-42.9% | $4,297-41.4% |
| Admin fee / account holder | $348 | $6,951-95.0% | $8,290-95.8% | $6,935-95.0% |